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227 hedge funds and large institutions have $8.08B invested in Fortis in 2017 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 98 increasing their positions, 70 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 70

1% less capital invested

Capital invested by funds: $8.12B → $8.08B (-$45.5M)

1.3% less ownership

Funds ownership: 54.88%53.57% (-1.3%)

3% less funds holding

Funds holding: 233227 (-6)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

22% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 23

59% less call options, than puts

Call options by funds: $6.86M | Put options by funds: $16.8M

Holders
227
Holders Change
-6
Holders Change %
-2.58%
% of All Funds
5.66%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
18
Increased
98
Reduced
70
Closed
23
Calls
$6.86M
Puts
$16.8M
Net Calls
-$9.95M
Net Calls Change
-$11.9M
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
151
Voya Financial Advisors
Connecticut
$404K +$12.5K +346 +3%
DTL
152
Dynamic Technology Lab
Singapore
$396K +$400K +11,084 New
Two Sigma Advisers
153
Two Sigma Advisers
New York
$394K +$64.9K +1,800 +20%
CSS
154
Cubist Systematic Strategies
Connecticut
$387K +$35.1K +974 +10%
CIBC Private Wealth Group
155
CIBC Private Wealth Group
Georgia
$376K +$379K +10,519 New
HW
156
Hedeker Wealth
Illinois
$371K -$407K -11,280 -52%
SWP
157
Stratos Wealth Partners
Ohio
$362K +$27K +749 +8%
FA
158
FDx Advisors
Illinois
$359K +$92K +2,552 +34%
BOH
159
Bank of Hawaii
Hawaii
$358K +$106K +2,936 +42%
NP
160
Ninepoint Partners
Ontario, Canada
$353K +$356K +9,875 New
Mawer Investment Management
161
Mawer Investment Management
Alberta, Canada
$346K +$347K +9,627 New
CCMIC
162
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$343K
CB
163
Chemical Bank
Michigan
$323K
FBC
164
Fairfield, Bush & Co
Connecticut
$323K
PPSG
165
Princeton Portfolio Strategies Group
New Jersey
$321K -$6.85K -190 -2%
NA
166
NewEdge Advisors
Louisiana
$310K +$1.88K +52 +0.6%
SAM
167
Silvercrest Asset Management
New York
$306K -$16.3K -451 -5%
William Blair & Company
168
William Blair & Company
Illinois
$292K +$43.3K +1,202 +17%
VF
169
Virtu Financial
New York
$264K +$266K +7,379 New
LOAME
170
Lombard Odier Asset Management (Europe)
United Kingdom
$254K +$1.12K +31 +0.5%
PAMP
171
Polar Asset Management Partners
Ontario, Canada
$240K +$242K +6,700 New
US Bancorp
172
US Bancorp
Minnesota
$239K -$21.7K -602 -8%
AG
173
Advisor Group
Arizona
$234K +$10.3K +285 +5%
MAM
174
Meeder Asset Management
Ohio
$231K
AG
175
Aperio Group
California
$227K -$66K -1,831 -22%